Michael L. Branch

PARKWAY WEALTH MANAGEMENT GROUP

PLANO, TX 75024

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CRD#: 7855125

Professional summary

Michael Lawrence Branch, who also goes by Michael Lawrence Branch, is a registered financial advisor currently at PARKWAY WEALTH MANAGEMENT GROUP, LLC located in Plano, Texas and CABOT LODGE SECURITIES LLC located in Plano, Texas.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Michael has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Lawrence Branch

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) Separately licensed as an independent insurance agent via One Insurance Solutions.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Lawrence Branch's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 1, 2025 - Present

PARKWAY WEALTH MANAGEMENT GROUP, LLC

Office #1: 5550 Granite Parkway Suite 180, Plano, TX 75024

RIA

CRD#: 333971

PLANO, TX

Current

April 1, 2025 - Present

CABOT LODGE SECURITIES LLC

Office #1: 5550 Granite Parkway Suite 180, Plano, TX 75024-3838

CRD#: 159712

Plano, TX

Past

March 5, 2025 - March 31, 2025

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

PLANO, TX

Past

March 5, 2025 - March 31, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

PLANO, TX

Past

April 12, 2024 - November 1, 2024

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

Dallas, TX

Past

February 2, 2024 - November 1, 2024

MML INVESTORS SERVICES, LLC

CRD#: 10409

Dallas, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PARKWAY WEALTH MANAGEMENT GROUP, LLC

CRD#: 333971 / SEC#: 801-131974

RIA

Registered Investment Advisory firm - (2/10/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Texas
(4/1/2025)

IAR

Texas
(4/1/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/24/2024

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/2/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/27/2023

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

PARKWAY WEALTH MANAGEMENT GROUP, LLC

CRD#: 333971 / SEC#: 801-131974

RIA

Registered Investment Advisory firm - (2/10/2025 Approved)

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Contact information

Main Address

5550 Granite Parkway Suite 180, Plano, TX 75024

Mailing Address

Phone number

(972) 502-9340

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PARKWAY MANAGEMENT PROGRAM WRAP BROCHURE (5/27/2025)

PARKWAY ADV BROCHURE (5/27/2025)

Regulatory assets under management

Total Number of Accounts	3,331
AUM (Assets Under Management)	$ 1,086,309,905

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Michael L. Branch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Lawrence Branch's CRS (Customer Relationship Summary).

Certified licenses

Experience

CABOT LODGE SECURITIES LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

PARKWAY WEALTH MANAGEMENT GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/24/2024

Series 7TO

Date: 2/2/2024

SIE

Date: 12/27/2023

FINRA

Current Firm

PARKWAY WEALTH MANAGEMENT GROUP, LLC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARKWAY WEALTH MANAGEMENT GROUP, LLC

TRUST BUT VERIFY

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